Wes Read Email & Phone Number
CEO and Founder @ Practice Orbit
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Wes Read Location
- San Diego, CA, US
Wes Read Work
- CEO and Founder @ (January 2023 - Present)
- CEO and Founder @ (June 2013 - Present)
- Partner @ (October 2010 - May 2013)
- Financial Planner and Investment Advisor @ (July 2007 - January 2011)
- Financial Audit and Information Security Professional @ (January 2006 - July 2007)
- Associate Accountant @ Brigham Young University School of Music (January 2004 - January 2005)
Wes Read Education
- Brigham Young University
Master of Science (Accounting)
2004-2005 - Brigham Young University
Bachelor of Science (Accounting)
2000-2003
Wes Read Skills
- Accounting
- Strategic Financial Planning
- Tax
- Financial Modeling
- Finance
- Retirement Planning
- Portfolio Management
- Estate Planning
- Mutual Funds
- Financial Advisory
- Investment Advisory
- Financial Planners
- Wealth
- Investments
- Investment Management
- Financial Planning
- Financial Analysis
- Consulting
- CPA
- Planning
- Sales
- Strategic Planning
- SAN
- Microsoft Excel
- Personal Financial Planning
- Services
Wes Read Summary
- Wes Read, based in San Diego, CA, US, is currently a CEO and Founder at Practice Orbit. Wes Read brings experience from previous roles at PracticeCFO, Symmetric Wealth Management, LLC, Moss Adams Wealth Advisors LLC and Ernst & Young. Wes Read holds a 2004 - 2005 Master of Science in Accounting @ Brigham Young University. With a robust skill set that includes Accounting, Strategic Financial Planning, Tax, Financial Modeling, Finance and more. Wes Read has 2 emails and 4 mobile phone numbers on RocketReach.
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